Syracuse University Voluntary Retirement Plan — Form 5500 plan (Syracuse University)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Syracuse University Voluntary Retirement Plan is a benefit plan reported by Syracuse University under EIN 15-0532081 and plan number 003. The latest loaded filing year is 2023. The filing reports 10,906 participants and $806,514,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Syracuse University
EIN
15-0532081
Plan number
003
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
10,906
End-of-year plan assets
$806,514,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,906H, C20241014142931NAL0013452819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$806,514,083
Total liabilities (EOY)
$0
Net assets (EOY)
$806,514,083
Net assets (BOY)
$725,991,968

Income & contributions

Participant contributions
$31,896,753
Total contributions
$37,911,973
Total income / additions
$134,205,122

Expenses & distributions

Benefits paid
$53,658,391
Administrative expenses
$14,514
Total expenses
$53,683,007
Net increase / (decrease)
$80,522,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$14,514$02023

Related Form 5500 pages